See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $26,630 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 26 · EIN 43-1891647 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $14,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,392 | $89,248+113.3% | $136,007+40.0% | $74,495+155.6% |
| Participation rate | 74.2% | 69.4%+4.8pp | 76.5%-2.3pp | 67.2%+7.0pp |
| Annual return | 13.39% | 22.76%-9.4pp | 579.32%-565.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,913 | $2,838-32.6% | $4,217-54.6% | $2,623-27.1% |
| Participant deferral / active EE | $5,887 | $4,598+28.0% | $7,025-16.2% | $4,346+35.5% |
| Admin fee / account holder | $369 | $1,545-76.1% | $6,858-94.6% | $1,942-81.0% |